How to Update Status if User Fills the Terms & Condition Form Within 24 Hours Using Pabbly Connect

Learn how to automate status updates for users filling out terms and conditions forms within 24 hours using Pabbly Connect. Step-by-step guide included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate the process of updating user statuses when they fill out the terms and conditions form, you will first need to access Pabbly Connect. This integration platform allows you to connect multiple applications seamlessly without any coding.

Once you sign up and log in to Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, name your workflow (e.g., ‘Terms and Conditions Automation’), and click on the ‘Create’ button to proceed.

2. Configuring Trigger Event with Jotform

The first step in the workflow is setting up the trigger event using Jotform. This application will capture the form submissions. Select Jotform as your trigger application and choose ‘New Response’ as the trigger event.

• Choose Jotform as the application.
• Select ‘New Response’ as the trigger event.
• Connect your Jotform account using the provided webhook URL.

After setting up the connection, manually fill the form to receive a test response. This will allow you to capture user details such as name, email, age, and submission date, which are essential for the next steps in Pabbly Connect.

3. Saving Data in Google Sheets

In this section, you’ll use Pabbly Connect to save the captured data into Google Sheets. After the Jotform trigger, add a new action step and select Google Sheets as your application.

Choose the action event ‘Add New Row’. Connect your Google Sheets account and select the spreadsheet where you want to save the data. Map the fields from the Jotform response to the corresponding columns in Google Sheets, including name, email, age, and submission date.

4. Sending Email Notifications via Gmail

Once the data is saved in Google Sheets, the next step is to send an email notification to the user who filled out the form. Again, use Pabbly Connect to add another action step and select Gmail as your application.

• Choose ‘Send Email’ as the action event.
• Map the recipient’s email address from the previous Jotform step.
• Compose the email content, including a link to the terms and conditions form.

By clicking ‘Save and Send Test Request’, you can verify if the email is sent successfully to the user. This step ensures that users are notified promptly about the terms and conditions they need to accept.

5. Updating User Status Based on Form Submission

The final part of the automation is to check if the user has filled the terms and conditions form within 24 hours and update their status accordingly. Create a new workflow in Pabbly Connect for this purpose.

Set the trigger event to Jotform again for the terms and conditions form. After capturing the response, use the ‘Lookup Spreadsheet Rows’ action in Google Sheets to find the corresponding user entry based on the email address. This allows you to check the submission date and compare it with the current date to see if it falls within the 24-hour timeframe.

If the condition is met, use the ‘Update Cell Value’ action in Google Sheets to change the status to ‘Yes’ indicating that the user has accepted the terms and conditions. This entire process runs automatically, ensuring that user statuses are updated without manual intervention.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of updating user statuses when they fill out the terms and conditions form within 24 hours. This setup not only saves time but ensures compliance with your terms and conditions seamlessly.